Purchases and Sales Made in Q2 2023 in Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC) during Q2 2023. The information is specifically focused on institutions that hold shares of Bank of America Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
James Hambro & Partners
|
BUY
|
- |
1.49K+ 9.36% |
$40.2K - $45.5K
|
17.4K
$773K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.48K+ 1.54% |
$39.8K - $45.1K
|
97K
$4.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.47K+ 4.7% |
$39.5K - $44.8K
|
32.6K
$1.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.46K+ 19.74% |
$39.4K - $44.6K
|
8.85K
$393K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.45K+ 11.68% |
$39.2K - $44.4K
|
13.9K
$616K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.45K+ 1.96% |
$39.1K - $44.3K
|
75.2K
$3.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.44K+ 6.92% |
$38.8K - $43.9K
|
22.2K
$985K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.43K+ 8.59% |
$38.5K - $43.6K
|
18K
$800K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.39K+ 7.0% |
$37.6K - $42.6K
|
21.3K
$945K
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
1.39K+ 3.39% |
$37.4K - $42.4K
|
42.3K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.39K+ 0.84% |
$37.4K - $42.4K
|
166K
$7.37M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.38K+ 0.78% |
$37.2K - $42.1K
|
178K
$7.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.37K+ 5.75% |
$36.9K - $41.8K
|
25.2K
$1.12M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.36K+ 3.75% |
$36.6K - $41.5K
|
37.5K
$1.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
1.35K+ 3.23% |
$36.5K - $41.3K
|
43.3K
$1.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.35K+ 1.92% |
$36.4K - $41.3K
|
71.5K
$3.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.34K+ 1.3% |
$36.3K - $41.1K
|
105K
$4.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.33K+ 1.39% |
$36K - $40.8K
|
97.5K
$4.33M
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
1.33K+ 2.74% |
$36K - $40.8K
|
50.1K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.31KNew |
$35.5K - $40.2K
|
1.31K
$58.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.31K+ 1.19% |
$35.4K - $40K
|
111K
$4.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.3K+ 20.25% |
$35.1K - $39.8K
|
7.73K
$343K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.29K+ 0.12% |
$34.8K - $39.5K
|
1.04M
$46.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.29K+ 14.11% |
$34.7K - $39.3K
|
10.4K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
1.28K+ 1.22% |
$34.6K - $39.1K
|
107K
$4.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.28K+ 2.22% |
$34.4K - $39K
|
58.9K
$2.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1.28K+ 15.02% |
$34.4K - $39K
|
9.77K
$433K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
1.27K+ 5.1% |
$34.4K - $38.9K
|
26.2K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.26K+ 4.55% |
$34K - $38.5K
|
29K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.23K+ 8.3% |
$33.3K - $37.6K
|
16.1K
$714K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.22K+ 2.67% |
$32.8K - $37.2K
|
46.7K
$2.07M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.21K+ 2.62% |
$32.8K - $37.1K
|
47.6K
$2.11M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.21K+ 2.62% |
$32.8K - $37.1K
|
47.6K
$2.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 1.56% |
$32.7K - $37K
|
78.8K
$3.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.21K+ 7.72% |
$32.6K - $36.9K
|
16.9K
$748K
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
1.2K+ 0.1% |
$32.4K - $36.7K
|
1.21M
$53.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.2K+ 1.12% |
$32.4K - $36.7K
|
109K
$4.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.2K+ 5.13% |
$32.4K - $36.6K
|
24.6K
$1.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.19K+ 5.01% |
$32.2K - $36.4K
|
25K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.19K+ 2.8% |
$32.1K - $36.3K
|
43.6K
$1.93M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.18K+ 5.29% |
$32K - $36.2K
|
23.6K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.18K+ 0.23% |
$31.9K - $36.1K
|
514K
$22.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.16K+ 0.97% |
$31.4K - $35.5K
|
121K
$5.37M
|
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
1.15K+ 164.86% |
$31.1K - $35.3K
|
1.85K
$82.3K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.15K+ 4.15% |
$31K - $35.1K
|
28.8K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.14K+ 0.2% |
$30.8K - $34.9K
|
563K
$25M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 13.17% |
$30.6K - $34.7K
|
9.74K
$432K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.13K+ 3.99% |
$30.5K - $34.5K
|
29.5K
$1.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.13K+ 1.11% |
$30.4K - $34.4K
|
102K
$4.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.12K+ 9.78% |
$30.3K - $34.3K
|
12.6K
$560K
|